California Form 540 C1 PDF Details

Navigating the intricacies of the California 540 C1 form, the primary vehicle for California residents to file their state income taxes, illuminates the procedural pathway for fulfilling state tax obligations for the year 2012. This document meticulously captures a multitude of elements critical to accurately determining the taxpayer's financial liability to the state, ranging from basic identification details like names and Social Security Numbers (SSNs) or Individual Taxpayer Identification Numbers (ITINs), to the nuanced calculation arenas addressing income, deductions, credits, and potential tax refunds or amounts due. It outlines specific fields for denoting the filer's status, exemptions based on age, blindness, or number of dependents, and detailed income sources including adjustments that might diverge from federal income figures. The form serves not only as a record of taxable income but also as a platform to claim various tax credits tailored to Californian taxpayers, such as the Nonrefundable Child and Dependent Care Expenses Credit, alongside stipulations for direct contributions towards charitable causes directly through one's tax return. Furthermore, the document caters to distinct scenarios, encompassing provisions for joint returns, differing filing statuses compared to federal submissions, and the application of taxes or credits like those associated with mental health services. Completing Form 540 C1 is a crucial annual task for California residents, underscoring the state's fiscal framework while also accommodating taxpayers' specific financial situations, exemptions, and potential contributions to state-designated funds.

QuestionAnswer
Form NameCalifornia Form 540 C1
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other names540 fillable form, ca ftb 540 instructions, 540 form, ITIN

Form Preview Example

For Privacy Notice, get form FTB 1131.

FORM

California Resident Income Tax Return 2012

540 C1 Side 1

Fiscal year filers only: Enter month of year end: month________ year 2013.

Your first name

Initial

Last name

Your SSN or ITIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If joint tax return, spouse’s/RDP’s first name

Initial

Last name

Spouse’s/RDP’s SSN or ITIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address (number and street, PO Box, or PMB no.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Apt. no./Ste. no.

 

PBA Code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City (If you have a foreign address, see page 7.)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

State

ZIP Code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Dateof Birth

Your DOB (mm/dd/yyyy) ______/______/

 

___________ Spouse’s/RDP’s DOB (mm/dd/yyyy) ______/______/

 

___________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Prior Name

If you filed your 2011 tax return under a different last name, write the last name only from the 2011 tax return.

Taxpayer

 

 

 

_______________________________________________

 

 

 

Spouse/RDP

 

 

 

_____________________________________________

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

P

AC

A

R

RP

Filing Status

1

Single

4

Head of household (with qualifying person) (see page 3)

2

Married/RDP filing jointly (see page 3)

5

Qualifying widow(er) with dependent child. Enter year spouse/RDP died _________

3Married/RDP filing separately. Enter spouse’s/RDP’s SSN or ITIN above and full name here______________________________________

If your California filing status is different from your federal filing status, check the box here

6 If someone can claim you (or your spouse/RDP) as a dependent, check the box here (see page 7)

6

 

 

Exemptions

For line 7, line 8, line 9, and line 10: Multiply the amount you enter in the box by the pre-printed dollar amount for that line.

Whole dollars only

7 Personal: If you checked box 1, 3, or 4 above, enter 1 in the box. If you checked box 2 or 5,

7 X $104 =

 

enter 2, in the box. If you checked the box on line 6, see page 7

$ _________________

8Blind: If you (or your spouse/RDP) are visually impaired, enter 1;

 

if both are visually impaired, enter 2

. . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . .

. . . 8

X $104

=

 

$ _________________

9

Senior: If you (or your spouse/RDP) are 65 or older, enter 1; if both are 65 or older, enter 2 . . .

9

X $104

=

$ _________________

10

Dependents: Do not include yourself or your spouse/RDP.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First name

 

Last name

 

Dependent’s

 

 

 

 

 

 

relationship to you

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Taxable Income

 

Total dependent exemptions

. . . . .

. . . 10 X $321 =

$ _________________

11

Exemption amount: Add line 7 through line 10. Transfer this amount to line 32 . . .

. . . . .

. . . 11

 

 

 

$ _________________

12

State wages from your Form(s) W-2, box 16

12

 

 

 

 

 

00

 

 

 

13

Enter federal adjusted gross income from Form 1040, line 37; 1040A, line 21; or 1040EZ, line 4

13

 

 

00

 

14

California adjustments – subtractions. Enter the amount from Schedule CA (540), line 37, column B

14

 

00

15

Subtract line 14 from line 13. If less than zero, enter the result in parentheses (see page 9)

. . 15

 

 

00

16

California adjustments – additions. Enter the amount from Schedule CA (540), line 37, column C

16

 

 

00

17

California adjusted gross income. Combine line 15 and line 16

. . . . .

. . . . . . . . . . . . . . . .

17

 

00

18

Enter the

Your California itemized deductions from Schedule CA (540), line 44; OR

 

 

 

 

 

 

larger of:

Your California standard deduction shown below for your filing status:

 

 

 

 

 

•฀Single or Married/RDP filing separately

$3,841

{

 

 

 

•฀Married/RDP filing jointly, Head of household, or Qualifying widow(er) . . . .

$7,682

 

 

 

{If the box on line 6 is checked, STOP (see page 9)

 

18

 

. . . . . . .

 

00

19 Subtract line 18 from line 17. This is your taxable income. If less than zero, enter -0-. . . .

. . . . . . .

. . . . . . . .

19

 

00

3101123

Your name: __________________________________ Your SSN or ITIN: ____________________________

 

 

31

Tax. Check the box if from: Tax Table

Tax Rate Schedule

FTB 3800 FTB 3803

 

. .

31

 

 

32

Exemption credits. Enter the amount from line 11. If your federal AGI is more than $169,730 (see page 10) . .

32

Tax

 

33

Subtract line 32 from line 31. If less than zero, enter -0-

. . . . . . . . . . .

. . . . . . . . . . . . . . . . . . .

 

. .

33

 

 

34

Tax (see page 11). Check the box if from:

Schedule G-1 FTB 5870A

 

. .

34

 

 

35

Add line 33 and line 34

. . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . .

. . . . . . . . . . . . . . . . . . .

 

. .

35

 

 

40

Nonrefundable Child and Dependent Care Expenses Credit (see page 11). Attach form FTB 3506

 

. .

40

 

 

41

New jobs credit, amount generated (see page 11)

41

 

 

 

 

 

 

 

00

 

 

Credits

 

42

. . . . . . . . . . . . . . . . .New jobs credit, amount claimed (see page 11)

. . . . . . . . . . .

. . . . . . . . . . . . . . . . . . .

 

. .

42

 

43

Enter credit name_______________________________code number________ and amount

 

 

43

 

 

 

. .

Special

 

44

Enter credit name_______________________________code number________ and amount

 

. .

44

 

45

To claim more than two credits (see page 12). Attach Schedule P (540)

 

 

45

 

 

 

. .

 

 

46

Nonrefundable renter’s credit (see page 12)

. . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . .

. . . . . . . . . . . . . . . . . . .

 

. .

46

 

 

47

Add line 40 and line 42 through line 46. These are your total credits .

. . . . . . . . . . .

. . . . . . . . . . . . . . . . . . .

 

. .

47

 

 

48

Subtract line 47 from line 35. If less than zero, enter -0-

. . . . . . . . . . .

. . . . . . . . . . . . . . . . . . .

 

. .

48

Taxes

 

61

Alternative minimum tax. Attach Schedule P (540)

. . . . . . . . . . .

. . . . . . . . . . . . . . . . . . .

 

. .

61

 

62

Mental Health Services Tax (see page 13) .

 

 

 

 

 

 

62

Other

 

. . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . .

. . . . . . . . . . . . . . . . . . .

 

. .

 

63

Other taxes and credit recapture (see page 13)

 

 

 

 

 

63

 

 

. . . . . . . . . . .

. . . . . . . . . . . . . . . . . . .

 

. .

 

 

64

Add line 48, line 61, line 62, and line 63. This is your total tax

. . . . . . . . . . .

. . . . . . . . . . . . . . . . . . .

 

. .

64

 

 

71

California income tax withheld (see page 13)

. . . . . . . . . . .

. . . . . . . . . . . . . . . . . . .

 

. .

71

Payments

 

72

2012 CA estimated tax and other payments (see page 13)

. . . . . . . . . . .

. . . . . . . . . . . . . . . . . . .

 

. .

72

 

73

Real estate and other withholding (see page 13)

 

 

 

 

 

73

 

 

. . . . . . . . . . .

. . . . . . . . . . . . . . . . . . .

 

. .

 

 

74

Excess SDI (or VPDI) withheld (see page 13)

. . . . . . . . . . .

. . . . . . . . . . . . . . . . . . .

 

. .

74

 

 

75

Add line 71, line 72, line 73, and line 74. These are your total payments (see page 14)

 

. .

75

OverpaidTax/

TaxDue

91

Overpaid tax. If line 75 is more than line 64, subtract line 64 from line 75

 

. .

91

94

Tax due. If line 75 is less than line 64, subtract line 75 from line 64. .

. . . . . . . . . . .

. . . . . . . . . . . . . . . . . . .

 

. .

94

 

 

92

Amount of line 91 you want applied to your

2013 estimated tax . . . .

. . . . . . . . . . .

. . . . . . . . . . . . . . . . . . .

 

. .

92

 

 

93

Overpaid tax available this year. Subtract line 92 from line 91

. . . . . . . . . . .

. . . . . . . . . . . . . . . . . . .

 

. .

93

Use

Tax

95

Use Tax. This is not a total line (see page 14)

. . . . . . 95

 

 

00

 

 

 

 

 

00

00

00

00

00

00

00

00

00

00

00

00

00

00

00

00

00

00

00

00

00

00

00

00

00

00

Side 2 Form 540 C1 2012

3102123

Your name: __________________________________ Your SSN or ITIN: ____________________________

Contributions

 

Code

Amount

California Seniors Special Fund (see page 23) . . .

.400

00

Alzheimer’s Disease/Related Disorders Fund . . . .

.401

00

California Fund for Senior Citizens

.402

00

Rare and Endangered Species

 

 

Preservation Program

.403

00

State Children’s Trust Fund for the Prevention

 

 

of Child Abuse

.404

00

California Breast Cancer Research Fund

.405

00

California Firefighters’ Memorial Fund

.406

00

Emergency Food for Families Fund

.407

00

California Peace Officer Memorial

 

 

Foundation Fund

.408

00

Code

California Sea Otter Fund . . . . . . . . . . . . . . . . . . . .410 Municipal Shelter Spay-Neuter Fund. . . . . . . . . . . .412 California Cancer Research Fund . . . . . . . . . . . . . .413 ALS/Lou Gehrig’s Disease Research Fund. . . . . . . .414 Child Victims of Human Trafficking Fund . . . . . . . .419 California YMCA Youth and Government Fund . . . .420 California Youth Leadership Fund . . . . . . . . . . . . . .421 School Supplies for Homeless Children Fund . . . . .422 State Parks Protection Fund/Parks Pass Purchase 423

Amount

00

00

00

00

00

00

00

00

00

110 Add code 400 through code 423. This is your total contribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

00

Amount

YouOwe

 

Pay online – Go to ftb.ca.gov for more information.

 

 

 

 

 

 

 

111

AMOUNT YOU OWE. Add line 94, line 95, and line 110 (see page 15). Do not send cash.

111

 

 

 

 

andInterest

Penalties

. . . . . . . . . .Mail to: FRANCHISE TAX BOARD, PO BOX 942867, SACRAMENTO CA 94267-0001

 

 

 

,

Interest, late return penalties, and late payment penalties

 

 

 

 

 

 

 

112

112. . . .

 

 

113

Underpayment of estimated tax. Check the box: FTB 5805 attached FTB 5805F attached

. . . . .

 

. . 113

 

 

114

Total amount due (see page 17). Enclose, but do not staple, any payment

114. . . .

,. 00

00

00

00

Refund and Direct Deposit

115REFUND OR NO AMOUNT DUE. Subtract line 95 and line 110 from line 93 (see page 17).

Mail to: FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0001

115

 

 

 

 

,

 

 

 

,

 

 

 

 

 

 

.

 

00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Fill in the information to authorize direct deposit of your refund into one or two accounts. Do not attach a voided check or a deposit slip (see page 17). Have you verified the routing and account numbers? Use whole dollars only.

All or the following amount of my refund (line 115) is authorized for direct deposit into the account shown below:

Checking

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Savings

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

,

 

 

 

,

 

 

 

 

 

.

 

00

 

 

 

 

Routing number

 

 

 

 

 

 

 

Type

 

Account number

 

 

116 Direct deposit amount

 

 

 

 

 

The remaining amount of my refund (line 115) is authorized for direct deposit into the account shown below:

Checking

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Savings

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

,

 

 

 

,

 

 

 

 

 

.

 

00

 

 

 

Routing number

 

 

 

 

 

 

 

Type

 

Account number

 

 

117 Direct deposit amount

 

 

 

 

 

IMPORTANT: See the instructions to find out if you should attach a copy of your complete federal tax return.

Under penalties of perjury, I declare that I have examined this tax return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete.

Sign Here

Your signature

Spouse’s/RDP’s signature

Daytime phone number (optional)

 

(if a joint tax return, both must sign)

(

 

 

 

 

 

 

 

 

 

 

 

 

 

)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

X

X

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Your email address (optional). Enter only one email address.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

It is unlawful to forge a spouse’s/RDP’s signature.

Joint tax return? (see page 17)

 

 

 

Paid preparer’s signature (declaration of preparer is based on all information of which preparer has any knowledge)

PTIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Firm’s name (or yours, if self-employed)

Firm’s address

FEIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Do you want to allow another person to discuss this tax return with us? (see page 17) . . . . . . . . . Yes No

__________________________________________________________________

(

)

Print Third Party Designee’s Name

Telephone Number

3103123

Form 540 C1 2012 Side 3

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yyyy writing process detailed (stage 1)

2. The next stage is usually to complete all of the following blank fields: s n o i t p m e x E, e m o c n, I e l b a x a T, if both are visually impaired, First name, Last name, Dependents, relationship to you, Exemption amount Add line , Total dependent exemptions , State wages from your Forms W box, larger of Your California standard, and Your California itemized.

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s  Alternative minimum tax Attach,  California income tax withheld, and s t n e m y a P inside yyyy

5. Lastly, this final section is precisely what you need to finish prior to submitting the PDF. The blanks you're looking at include the next: Your name Your SSN or ITIN , Code California Seniors Special, s n o i t u b i r t n o C, Amount, Code California Sea Otter Fund , Add code through code This is, Amount, t n u o m A, e w O u o Y, d n a, t s e r e t n, s e i t l, a n e P, AMOUNT YOU OWE Add line line , and Mail to FRANCHISE TAX BOARD PO BOX.

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